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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherwin Williams | Sacramento | CA | 06/2019 | 08/2019 |
| Brandswalk | Irvine | CA | 11/2018 | 04/2019 |
| Guest And Event Services | Irvine | CA | 02/2019 | 04/2020 |
| Student | Woodland | CA | 11/2007 | 11/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Sacramento | CA | 12/2020 | 06/2021 |
| Fidelity Investments | Sacramento | CA | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-28 |
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